This guide walks through every step of connecting a WhatsApp Business account to Saifa AI — from opening the app, through the Meta onboarding dialog, to managing and finally disconnecting the channel.
Connecting WhatsApp to Saifa AI
Integrating a WhatsApp Business account through the Meta embedded signup flow
This guide walks through every step of connecting a WhatsApp Business account to Saifa AI — from opening the app, through the Meta onboarding dialog, to managing and finally disconnecting the channel. Each on-screen label matches what appears in the interface.
Note: During the Meta onboarding steps, the partner/app may be shown as "Saifa AI Integration" (the underlying Business Solution Provider). Both refer to the same connection.
Overview
Connecting WhatsApp has four stages:
Start the connection in Saifa AI (Integrations → WhatsApp → Connect).
Complete Meta's embedded signup — select business assets, verify the phone number, share contacts/chat history, and grant permissions.
Add the WhatsApp profile to your Saifa plan.
Manage or disconnect the channel afterward.
Before you start
You must be an admin of the Meta Business portfolio and the WhatsApp Business account.
Have the WhatsApp Business phone number ready (and access to it for verification).
The number should not already be registered on the regular WhatsApp / WhatsApp Business app in a conflicting way, or you must be ready to migrate it.
Check your Saifa plan's profile limit (e.g. Solopreneur = 1/1 connected account).
Part 1 — Start the connection in Saifa AI
Step 1 — Open Integrations
Sign in at app.saifa.ai.
Go to Integrations. The catalog is grouped by tabs: All, Messaging, E-Commerce, Management.
Find the WhatsApp card ("Connect multiple account", tagged Chat).
Step 2 — Click Connect
Click + Connect on the WhatsApp card. This opens Meta's embedded signup dialog.
Part 2 — Complete Meta's embedded signup
Throughout this dialog, a Session ID is shown at the bottom — keep it in case you need Saifa support to trace the onboarding.
Step 3 — Start onboarding (Continue)
The "Seamlessly connect your account to Saifa AI" screen explains that the onboarding will register and connect your business account to your partner, and that you'll be able to communicate with customers at scale via the Cloud API.
Review the terms: WhatsApp Business Platform Cloud API Terms and Meta Terms for WhatsApp Business.
Click Continue. (Use Cancel to stop.)
If prompted, make sure you are logged into the correct Facebook/Meta account (shown at the top-right of the dialog).
Step 4 — Select the business assets to share
On "Select the business assets to share with Saifa AI Integration", choose existing assets or create new ones:
Business portfolio — select your Meta Business portfolio (e.g. Aurelia dining).
WhatsApp Business account — select an existing account, or choose Connect a WhatsApp Business app to link one.
Click Next.
Step 5 — Enter your WhatsApp Business phone number
On "Enter your WhatsApp Business phone number":
Select the country code (e.g. TH +66).
Enter the phone number. A green check confirms a valid format.
If you haven't added this number to your business portfolio yet, you'll need to verify it to continue.
Click Next.
Step 6 — Review sharing and data-privacy notice
A notice explains "Connect your existing WhatsApp Business App":
Sharing Access — account information such as your phone number, contacts, chats, and chat history may be shared. You keep full access to your WhatsApp Business app and can continue using it.
Protecting your data — individual chats will be managed using a secure service from Meta, and your customers will be notified about this privacy change.
Click Next.
Step 7 — Import contacts and chat history (scan QR)
On "Import contacts and chat history", your account can share the business profile, contacts, the last 6 months of chat history, and other relevant information.
Use the WhatsApp Business app to scan the on-screen QR code, then follow the prompts:
Look for a message from the official Facebook Business Account and tap Connect. If you don't see that message, tap Menu or Settings → Account → Business Platform.
Complete the confirmation in the app.
Once linked, click Next. (The Next button becomes active only after the app-side step completes.)
Step 8 — Confirm or edit your WhatsApp Business account
On "Confirm or edit your WhatsApp Business account", your account is now connected to your business portfolio. Review:
WhatsApp Business account name (e.g. Aurelia Dining).
Time zone (e.g. (GMT+07:00) Asia/Bangkok).
Click Next.
Step 9 — Review permissions and confirm
On "Review what you'll share with Saifa AI Integration", confirm the access being granted.
Requesting access to:
Business — e.g. Aurelia dining
WhatsApp Business account — e.g. Aurelia Dining
Saifa AI Integration will be able to:
Manage your business
Manage your WhatsApp accounts
Manage and access conversations in WhatsApp
Log events on your WhatsApp business account's behalf and send those events to Meta
By confirming, Saifa receives ongoing access to the information you share, and Meta records when it is accessed.
Click Confirm.
Step 10 — Wait while the account connects
A "Connecting your account — This may take a few moments…" screen appears. If it fails, click Retry.
Step 11 — Connection complete
"Your account is connected to Saifa AI" confirms success. Meta will review your business against the WhatsApp Business Messaging Policy and reach out within 24 hours if there's an issue.
Optionally click Add payment method (required to send at scale / for messaging charges).
Click Finish to close the Meta dialog and return to Saifa.
Part 3 — Add the WhatsApp profile in Saifa
After finishing, Saifa shows "Which profiles do you want to add?":
Your Current Plan and Profile limit are displayed (e.g. Solopreneur — 1/1).
Under WhatsApp Profile List, tick the profile(s) to add. Use Select All / Deselect All as needed.
You can only add as many profiles as your plan's limit allows.
Click Add to finish. (Use Cancel to skip.)
Part 4 — Manage the channel
The WhatsApp integration now appears under Chat Integration, which shows how many accounts your plan includes (e.g. 1/1).
The WhatsApp card displays:
A Connect status badge and the number of channels (e.g. 1 channel).
A gear (⚙) icon for settings.
Channels list with + Add Channels to connect more (subject to your plan limit).
Each connected channel (e.g. Aurelia Dining) shows an Active status and a Disconnect button.
Part 5 — Disconnect a channel
To remove a WhatsApp channel:
In Chat Integration, find the channel and click Disconnect.
The "Disconnect Channel" confirmation dialog appears, identifying the channel (e.g. Whatsapp — Aurelia Dining).
⚠️ Warning — this action cannot be undone. Disconnecting the channel will:
Permanently delete the chat history from this WhatsApp number.
Stop receiving new incoming messages.
Click Disconnect to confirm, or Cancel to keep the channel.
Things to watch out for
Plan limits apply. You can connect only up to your plan's profile/account limit (e.g. Solopreneur = 1). To add more channels, upgrade the plan.
Payment method. Sending messages at scale via the Cloud API may require a payment method added on Meta's side.
Meta review. New connections are reviewed against Meta's WhatsApp Business Messaging Policy; Saifa/Meta may contact you within 24 hours if there's a compliance issue.
Disconnecting is destructive. Chat history for that number is permanently deleted and cannot be recovered — export or back up anything important first.
Keep the Session ID shown during onboarding in case support needs to trace the connection.
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